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Financial Clarity for Business Owners Who Want to Build Wealth and Protect Their Family’s Future.

We help service-based business owners organize their personal and business finances, grow their wealth, and gain lasting freedom — through simple, integrated planning.

Accounting Tasks

Growing a Business and Building a Family Future Shouldn’t Feel Overwhelming

You already know that tracking your numbers is critical for your business — so why is it so easy to ignore your personal finances?

You already know that tracking your numbers is critical for your business — so why is it so easy to ignore your personal finances?

Struggling to balance personal and business finances?

Unclear how to protect and grow your family’s wealth?

Too busy running your business to focus on financial planning?

We believe your business, personal, and family wealth should work together

Confidence that every dollar is working toward your family's future

Clarity on both business and personal cash flow

Freedom to focus on what matters most: family, growth, and living fully

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We Understand Life as a Business Owner and Parent.

I'm David Daley, a business owner and parent just like you.
I know what it feels like to juggle growing a company while building a strong financial future for your family.
That's why I created Daley Financial Planning — to offer real-world financial guidance that integrates your personal goals with your business ambitions.
We don't believe in cookie-cutter advice — we believe in clear, customized plans that grow with you.

1

Schedule A Discovery Call

Let’s talk about your business, family, and what freedom looks like to you.

2

Get Your Financial Snapshot

We’ll map out where you stand — both personally and professionally.

3

Launch Your Path

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We’ll build a strategy that aligns your business growth with your family goals.

Choose the Right Starting Point for Your Journey

Launchpad

Organize your personal and business finances so they finally work together.
Build stability, eliminate confusion, and grow with intention.

Pathfinder

Take control of your wealth and your time.
We help you reduce taxes, grow strategically, and build a plan that evolves with your life and business.

Financial Snapshot

One powerful session to see your full financial picture — business and personal. Walk away with clarity and next steps, no strings attached.

Trust Services

Protect what matters most.
Ensure your legacy is structured and secure for the people you love.

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Investments

Align your investments with your goals — not the market's noise. Transparent, tax-efficient portfolios tailored to your plan.

Ready to Get Started?

Location

Corona California

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Contact

951-223-5803

David@DaleyFP.com

Days of Operation

Mon - Fri By Appointment

Daley Financial Planning LLC (‘DFP’) is a registered investment advisor in California and other exempt jurisdictions. Registration does not imply a specific level of skill or training. Information provided on this site is for informational purposes only and is not tax, accounting, or legal advice, an offer or solicitation to buy or sell securities, or an endorsement of any entity or security. Past performance does not guarantee future results, and investing involves significant risk, including potential loss of principal.All information is provided ‘AS IS,’ with no warranties of any kind, express or implied. DFP disclaims all liability for any direct or indirect damages arising from use of this information. Consult a professional for personalized advice.

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© 2023 Daley Financial Planning. All rights reserved.

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